As I predicted last quarter the Information Technology and Communications market continues to grow. In total revenues reached $1.9 trillion (the highest of any quarter in history) in the quarter and $7.4 trillion in the year to the end of September – up 5% and 3% respectively. Net profit, however […] Read more »
Q2 2023 ITC spending – declines in memory and devices, growth in AI hardware
A look at the major spending movements in the UTC market workdwide in Q2 2023 Read more »
Softness in client device and raw storage sales creates challenges for IT spending in 2023
A look at the downturn in the ITC market in Q1 2023 Read more »
Dell heads the slowly evolving server market in 2022
A round-up of the worldwide server market in 2022 and its opportunities in 2023 and beyond Read more »
Will the post-pandemic peripherals market recover?
A look at the market, regional and product landscape of the peripherals markey in 2022, with some ideas on where it's going Read more »
Dire times ahead for the PC market
ITCandor's look-back at the PC market in 2022 with some dire warnings about 2023 Read more »
The profitability of chip suppliers
A look at profitability in the microprocessor industry Read more »
The PC market booms, despite supply chain and government challenges
a summary of the worldwide and regional PC market in 2021 Read more »
The $207b network market – still haunted by issues of trust
A long term view of the enterprise and servic provider network markets with market data and analysis Read more »
The printer market – where do we go from here?
The printer market entered yet another phase of decline as the result of the COVID-19 pandemic. In 2020 customers spent $33 billion (down 10%) on 143 million printers (down 11%), while the total installed base dropped 4% to 577 million. Read more »
Microprocessor shortages – reasons, data and solutions
A look at the causes of the shortages of microprocessors Read more »
Mobile devices and international politics
A look at the annual changes and future challenges of the mobile device and smart phone market Read more »
Cisco’s long-lasting first-mover advantages
A quick look at Cisco's historical success and future challenges Read more »
Apple – how much bigger can it grow?
Apple is the largest IT company in the world. It’s revenues were $294 billion in 2020 – the equivalent of everyone alive on the planet spending $26.52 on its offerings. It’s business grew substantially on the introduction of the iPhone, expanded as we recovered from the Credit Crunch and has […] Read more »
HP – is it better off disaggregated?
What can we learn from HP's disaggregation? Read more »
How the pandemic is changing the PC market
Some notes on the important role of PCs during the pandemic with market shares and forecasts Read more »
ITC and the pandemic – how ‘digital’ helps when ‘physical’ interactions are limited
A look at changes in ITC spending by category in Q2 2020 as the COVID-19 pandemic surged Read more »
IP telephony surges in the politicised network market
Service Provider and Enterprise Networks have been extremely important during the pandemic; nevertheless most Telcos and organizations have been relying on those already installed to keep people, governments and businesses connected. In total the market grew by 1% to $187 billion in the year to the end of March, but […] Read more »
Gaming software sales grow 4% during lockdown
A look at the gaming console hardware and software market in Q1 2020 Read more »
Mobile device sales continue to decline in Q1 2020 despite their vital role during the pandemic
How will the mobile device market behave during and after the pandemic? I look at the trends and publish a new forecast Read more »